Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Private Client Services, Charles Schwab, 2023-2023
- Licensed Broker, Charles Schwab, 2022-2023
- Teacher's Assistant, Lake Geneva Area Schools, 2020-2022
Education
- BA, History, Denison University
Personal interests and affiliations
- Projects Abroad, Assistant English Teacher, 2016-2017.